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Is commercialization partnership for CD still a possibility or it's out of the question now? Maybe even the aesthetics side? They might as well just get a large upfront and get a royalty steam if they can't market drug properly.
But my point is double-dose Jev does not even work in real world. Otherwise, you would see more dosing switch in real world. So why bother by it when thinking long term market dynamic.
I am not saving you do find joy. But I think some might, some are just searching for fundamental reasons for the stock price drop while the drop might not even be fundamentals related.
The double dose Jeuveau is not real in practice.
Your logic makes zero sense to me as the long lasting Jeuveau does not exist in real practice. They even admitted that in the call that in real practice, people are just using standard dosing. So if it is so good as they claimed, why don’t ppl go with double dose. Some even said if your double dose Botox, if will be longer lasting too? But why nobody did in the last decade or two? Because duration isn’t the only thing.
I think the share price drop makes some of you guys looking for answers or some are just having fun seeing $RVNC dropping like a rock and want to kick it down further. But at least be logical.
Better product same price, it would become harmful to injectors business if they don’t come onboard sooner. Profit will drive decision not emotional feeling
Marketing strategy is important but product quality is the key
People hate Foley but I think we might need to thank him a few quarters out to create such opportunity to load up on $RVNC.
Have you tried to talk to IR or management directly ? It seems you know the sales team personally
Excellent risk reward, I will take the other side of those who said this is dead money and worry about tax loss selling.
I am feeling the selling far exceeded what fundamentals deserve by a great margin
The share price might drop further but it would also double or even 10x if a buyout happens
There is no right or wrong, it’s your choice. I am buying heavily last couple days, probably over allocated a bit but this could be life time opportunity here, the valuation here is totally out of whack
Just existing filler sales could support current market cap
I don't think we have to worry as long as Daxxify works better, they will come back eventually and ask for it as patients will start demand for better products for the same money.
Guys u are paying $500mm for a company that has a drug that is best in class with 6 billions TAM
There will be up and down
$RVNC - $500mm market cap now, hard to make sense of it. I get the launch is not perfect, but even current sales current higher market cap
Interesting time
$RVNC - what a shake down. Pretty much all the way from 30 to 6 bucks
Many forced liquidation along the way for sure.
Doesn’t mean to ask a loaded question.
But thanks for proving a loaded answer.
Most complaints I heard is about the sales and marketing. My bet is those will get fixed over time as they get more products to patients hands or faces through competitive pricing
I think now RVNC just tell the product talks no matter premium pricing game
Should work as long as it’s better product.
It’s too early to tell, I planned to be in this for at least a few quarters. The potential reward here is just huge.
As long as the sales keep going up, we will do fine. The share price sucks, as many these days can’t look beyond couple months.
That’s great. Many of these don’t seem to be costly fix.
I think most of what you suggested is more patient focused while RVNC is taking the injectors focused approach
Hard for me to tell which way works better
Well, the I don’t know question is regarding to the more specific re engagement status on various regions
I think it’s ok that he does not know, does not seem to be a big picture thing. He did said in general he thinks most would be on going, just different status.
WorstLuck, thanks for the good luck :) in which area you think RVNC should do better?
Emannow, anything specifically you think they need to address now?
Agree there were missteps... but just wonder how you see things going forward.
Could be but I think would think not many will fall for it.
On the flip side, i think RVNC will worth a ton more if it is owned by a large corporation.
Huge premium buyout would happen anytime
Just bought some more shares
What a opportunity
Tap out for now though
Yes the share price is frustrating
I just listened to the call
It’s pretty much as I expected, volume is growing as they lowered price
More accounts more reorders, ie, more customers are trying the product, and if the product is superior then over time, they will get more market share.
It’s not like the product isn’t working, just market become irrational from time to time
What is disappointing for you?
Consensus is 60mm revenue for Q3, don’t think that matters much. The key is how sales has been from Sept to now. If they say things like continue to take market share or blockbuster potential intact. We should be ok.
But if they say things like will take more time than anticipated etc, we back to waiting mode.
The move down from mid teen to 8 is the same then?
Rate driven accordingly to your theory
If allowed, I am pretty sure ABBV would love to pay 10x current price to acquire RVNC. They would gurantee their Botox franchise remains highly protected for years to come
But it probably won’t pass the regulatory
There are investors buying obviously
Just not as many as the irrational sellers
There is lot of value here.
Dripping down to 60 percent of net cash level
Irrational just irrational
It's like those old COBOL programmers that trash talk JAVA when it comes out. It's always hard for some to relearn a new skills.. as their years of experience will get discounted... Pretty sure there would be some of those.
What kind of sales the current share price is projecting... EV is < 900mm. If you just annualize Q2 revenue, you get 230mm annual revenue... So $RVNC is trading at <4X revenue.. Seems low even we assume really low growth.
I see more positive posts than negative. I guess make sense as people are trying things out.
Seems mixed bags, wonder why
Agree, if market sees better than expected sales growth, pps will react. Good odd here.
Well, it is $RVNC job to educate them and stop the spread. Once a few of them get better and longer lasting result, the dynamics will change.
Premium pricing model didn’t work, and RVNC lost 3 billions market cap on it.
The expectation from the market is really low now, EV is around 900mm.
This is like assuming daxxify will never get a lot more than 10 percent market share. Seems really good risk reward here but then I said the same 20 percent ago
I will give them a few quarters. The valuation is very attractive to me when it was around 11-12 dollars.. now it's just a bargain. 750mm market cap company with a drug that can potential take significant share in a 6 billions market. I figure if they can get 20%-25% of market share in the next 3-5 years. We would do quite well here.
>>The whole sector is getting wiped out
What other names? anyone worth looking into?
$MS is saying $RVNC will only get to 10% market share in all its market? Given DAXX's superiority, how likely is that?
It’s not uncommon for company to reiterate their view and believe given significant share price volatility
But long term, this noise won’t matter, what matter is execution and drug performance
I think management should at least issue a PR to address the recent collapse of share price.
Volume picking up, will see how low they can push this one down without any real news.
Not getting my shares unless real news for sure.
If 500mm annual sales next year, it will trade few times of current price at the minimum
Was 20 bucks not long ago
Sure lots of stop losses etc got triggered these days
Quite a move without any news. Gut check time